CI

CX Institutional Portfolio holdings

AUM $3.29B
1-Year Est. Return 12.45%
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.4M
3
+$10.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.71M
5
TSLA icon
Tesla
TSLA
+$4.5M

Top Sells

1
+$12M
2
+$11.6M
3
+$11.5M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$8.76M
5
AVGO icon
Broadcom
AVGO
+$5.53M

Sector Composition

1 Technology 7.28%
2 Healthcare 5.82%
3 Financials 4.88%
4 Industrials 4.6%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$471K 0.02%
9,046
-12,406
352
$464K 0.02%
2,919
+42
353
$461K 0.02%
2,098
+15
354
$459K 0.02%
10,104
-10,487
355
$456K 0.02%
4,030
+441
356
$451K 0.02%
2,663
+42
357
$450K 0.02%
2,318
+511
358
$449K 0.02%
3,233
-2,094
359
$445K 0.02%
2,176
+123
360
$444K 0.02%
9,466
-23,498
361
$439K 0.02%
4,699
-11,727
362
$436K 0.02%
5,170
-5
363
$434K 0.02%
3,563
+127
364
$428K 0.02%
7,285
-1,348
365
$426K 0.02%
4,517
+131
366
$425K 0.02%
1,158
+503
367
$423K 0.02%
1,725
+146
368
$421K 0.02%
169
+11
369
$421K 0.02%
+1,855
370
$419K 0.02%
8,421
-21
371
$418K 0.02%
6,258
+3,027
372
$415K 0.02%
2,952
+251
373
$410K 0.02%
5,648
-13,616
374
$403K 0.02%
9,972
-1,673
375
$400K 0.02%
1,149
+254
13 14
15
16 17